Shows
Money SenseGenerational Wealth Building for Your FamilyIn this episode of “Money Sense”, host Karen Ellenbecker is joined by her daughter, Julie Ellenbecker‑Lipsky, President and Senior Wealth Advisor at Ellenbecker Investment Group. Together, they open up about what generational wealth means today, how it differs across age groups, and why legacy is about far more than financial assets.They discuss:
Why legacy is less about numbers and more about values
How different generations think about saving, giving, and financial security
The rising trend of lifetime gifting and why more parents are helping adult children earlier
The importance of modeling healthy financial behaviors
Why fa...
2026-02-0340 minMoney SenseSimple Steps to Secure Your FutureEver wondered how to turn money stress into financial strength? Join Karen Ellenbecker and Anne Lester as they delve into practical strategies for building a secure financial future.In this episode, Anne Lester, a former JP Morgan executive and money mentor, shares her expert advice on transforming your relationship with money. Discover the five-step framework that can help you save for a rainy day, manage debt, and maximize your retirement savings.For more information, visit https://annelester.com/ or check out her award-winning book “Your Best Financial Life". It’s available in stores and through onli...
2026-01-2741 minMoney SensePlanning Ahead for Caregiving NeedsWhat would happen if tomorrow you became the primary caregiver for a loved one? Most families think they have time, but the reality is caregiving crises hit fast and hard. Today, “Money Sense” host Karen Ellenbecker is joined by Annalee Kruger, founder of Care Right Inc., to discuss why planning ahead is essential. Annalee shares insight from nearly 30 years of experience helping families plan for aging, dementia, and long-term care. She breaks down the emotional, financial, and physical costs of caregiving, the complexities of caring for loved ones with dementia, and how families can plan for aging pare...
2026-01-2044 minMoney SenseReal Estate Decisions in Retirement: Sell or Stay?When it comes to retirement, few decisions carry as much emotional and financial weight as what to do with your home. Should you downsize, relocate, or stay put? On this episode of “Money Sense”, host Karen Ellenbecker sits down with Tammy Niemann, Wealth Advisor at Ellenbecker Investment Group, to unpack the real estate crossroads many retirees face. Tammy breaks down key considerations retirees should evaluate, including the pros and cons of downsizing, the financial and lifestyle impact of relocating, and when staying put may make the most sense. The conversation also covers topics such as reverse mortgages, hous...
2026-01-1347 minMoney SenseUntangle Your Emotions from Your MoneyEver make a financial decision and later wonder, why did I do that? Maybe it wasn’t logic that drove it—it was emotion. On this episode of “Money Sense”, host Karen Ellenbecker sits down with Aja Evans, a board-certified therapist, speaker, and author specializing in financial therapy, to explore the deep connection between money, emotion, and mental health. Aja shares insights from her own financial awakening and explains how financial therapy can help individuals and families navigate the stress, shame, and patterns that influence financial decisions. She also discusses practical steps for couples to communic...
2026-01-0641 minMoney SenseHow To Create A Winning Culture in Your BusinessWhat makes a company culture thrive? Host Karen Ellenbecker, founder and senior wealth advisor at Ellenbecker Investment Group, sits down with Dave Molenda, owner of the consulting business Positive Polarity and bestselling author, to explore this question.
In this episode, they discuss the power of employee recognition and leadership dynamics. Learn how intentional values and team engagement can drive meaningful growth and success.
Perfect for business leaders and team members looking to enhance their workplace environment.
2025-12-0746 minMoney SenseTech Trends for 2025Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, talks with Daniel Burrus, Leading Technology Futurist, Strategic Advisor, and Disruptive Innovation Expert, about how top technology trends are shaping 2025 and beyond.
2025-01-1945 minMoney SenseFeel Good FinanceListen to hear Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, talk with Aja Evans, Financial Therapist, Consultant & Author, about how to navigate emotions around finances and the importance of having financial conversations with loved ones.
2025-01-1848 minMoney SenseDivorce MediationJulie Ellenbecker-Lipsky, President & Senior Wealth Advisor at EIG, sits down with Susan Hansen, Collaborative Lawyer and Mediator and Hansen & Hildebrand, S.C., to discuss ways that couples can stay connected and communicate efficiently while navgating through a divorce.
2025-01-0545 minMoney SenseHoliday ScamsJoin Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Michele Pawlak, EIG Chief Compliance Officer & Director of Business Services, about the latest cybersecurity threats and holiday scams and how to avoid falling victim to one of these attacks.
2024-11-2345 minMoney SensePillows with Wings
Jill Economou, EIG Director of Community Relations, guest hosts Money Sense to have a discussion with Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, about the impact of Pillows with Wings to area children.
2024-09-1445 minMoney SenseImportance of BoardsKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Karen Hung, Founder & CEO of Silver Rock Consulting, to discuss how boards play an essential role in organizations.
2024-08-1845 minMoney SenseFamily Caregiving & Dementia CruiseJoin Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Annalee Krueger, President/Owner of Care Right Inc. about family caregiving dynamics and an upcoming cruise for families caring for a loved one with dementia.
2024-08-0444 minMoney SenseFuneral PlanningKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Mark Reiss, Owner/President & Licensed Funeral Director at Heritage Funeral Home to discuss funeral planning options including preplanning, prefunding, and funeral trusts.
2024-08-0345 minMoney SenseThe Magical Place We Call SchoolListen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Dr. Kathy Corley, Author & Principal of Red Cedar Elementary School, discuss how schools can best support their students and how the school environment impacts student behavior.
2024-05-2645 minMoney SenseBetter Business BureauKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Jim Temmer, President & CEO of Better Business Bureau of Wisconsin, about the many ways that BBB advocates for businesses and consumers.
2024-05-1145 minMoney SenseQuality of LifeKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Michael Connelly about the importance of understanding your healthcare options and making decisions that maintain quality of life.
2024-04-2844 minMoney SenseThere is Another Way to HappinessListen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Dr. Ski Chilton, as they discuss his book and a transformative 4-step journey to happiness.
2024-04-1445 minMoney SenseThe Future of TechnologyJoin Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Dan Burrus, FOunder & CEO of Burrus Research, for a discussion about artificial intelligence and the impact it is having on the world.
2024-03-3045 minMoney SenseBusiness BuildersKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dan Adams, Founder & President of The AIM Institute and author of Business Builders, about how to become an admired and trusted corporate leader.
2024-03-1645 minMoney Sense2023 Market RecapListen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Mike Roth of Stark Investments to provide a 2023 market recap.
2024-03-0343 minMoney SenseThe Road to SplitsvilleJulie Ellenbecker-Lipsky, EIG President & Senior Wealth Advisor sits down with attorney Jeffrey Stephens and psychologist Ronald Raymond to discuss their book, The Road to Splitsville. If you and your spouse are going through a divorce, this episode will help you navigate the process.
2024-01-0743 minMoney SenseI Have a Dream with Barry MandelKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Barry Mandel, CEO of the Mandel Group, for an empowering and heartfelt discussion from his childhood to becoming the most influential business leader in Milwaukee credited with the downtown renaissance.
2023-10-2944 minMoney SenseEnvision the Ladder with Sherri JordanKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sherri Jordan, President & Founder of Envision the Ladder, who shares her passion for helping small businesses reach their potential to yield endless possibilities through action plan coaching.
2023-10-2844 minMoney SenseConsumer Scams with Lisa SchillerKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Lisa Schiller, Senior Director of Investigations and Media Relations at Better Business Bureau Serving Wisconsin, about the scams that are plaguing our society and taking advantage of unsuspecting consumers. Learn how to utilize the BBB Scam Tracker, and how to file a complaint if you've been taken advantage of.
2023-10-1545 minMoney SenseRecession Outline with Kevin SpellmanKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kevin Spellman, Director of Investment Management at UWM, who outlines the pros and cons of a recession, how it impacts bond prices, interest rates and the financial markets.
2023-09-3044 minMoney SenseArtificial Intelligence with Dan BurrusKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Dan Burrus, Futuristic Speaker & CEO of Burrus Research, to discuss the importance of disruptive innovation that artificial intelligence (AI) brings to business operations.
2023-09-1644 minMoney SenseLife Reinvented with Dr. Tiffanie Tate MooreKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Dr. Tiffanie Tate Moore, medically retired OB/GYN-turned-children’s author to discuss reinventing yourself. Dr. Tate shares hurdles faced from a tragic accident that forced her retirement and how she navigated a new path to happiness.
2023-09-0344 minMoney SenseThe Traveler's Gift by Andy AndrewsKaren Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Andy Andrews to discuss his book, The Traveler's Gift, a journey in self discovery and financial success.
2023-09-0245 minMoney SenseThe Journey's End with Michael ConnellyKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Michael Connelly, Author of The Journey's End: An investigation of Death and Dying in Modern America, to discuss the importance of understanding your healthcare options, managing your expectations and making decisions that maintain quality of life when you are facing the end of your life.
2023-08-1943 minMoney SenseCivil Discourse with Milan KordestaniKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Milan Kordestani, Author & Entrepreneur, on the importance of finding common ground to make us better communicators. Milan shares practical advice on navigating challenging conversations and strategies to build and maintain respect.
2023-08-0645 minMoney SenseActive Listening with Adi SegalKaren Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Adi Segal, CEO of Hapi, to discuss the importance of mental health in the workplace as he seeks to tackle loneliness and create a world where everyone feels they belong and are valued, through Active Listening as a Service (ALaaS).
2023-08-0544 minMoney SenseReading for Our Lives with Maya Payne SmartKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Maya Payne Smart, author of Reading for Our Lives: A Literacy Action Plan from Birth to Six, to discuss the important impact of early literacy on your child's personal development.
2023-07-0946 minMoney SenseThe Belonging Project with Jennifer BartolottaKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Jennifer Bartolotta, President & Founder of Bartolotta & Associates to discuss The Belonging Project, where business leaders connect their team to their culture through tactical training, relationship building and accountability partnerships.
2023-07-0845 minMoney SenseVisit Milwaukee with Claire KoenigKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Claire Koenig, Senior Director of Communications & Public Affairs at VISIT Milwaukee, to discuss local events, dining and natural resources.
2023-06-2545 minMoney SenseEngaging with Grandkids Remotely with Jim MarggraffKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with serial entrepreneur Jim Marggraff, who invented LeapPad Learning System and Kinoo, to discuss ways grandparents can remotely connect through learning with their grandchildren and build everlasting relationships.
2023-06-2445 minMoney SenseAsset Appraisal with Timothy StengerKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Timothy Stenger, Partner and Senior Appraiser at Stenger Bischoff, to discuss the importance of incorporating an asset appraisal into your estate plan.
2023-06-1045 minMoney SenseTen Chimneys Event with Michael Drescher & Randy BryantKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, uncovers a jewel of a performing arts venue, Ten Chimneys, including their sponsorship of The Mike Show. Tune in to hear the theater’s history and preview the exclusive June 9 performance you certainly won’t want to miss!
2023-05-2846 minMoney SenseSt. Marcus Lutheran School with Henry TysonKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Henry Tyson, Superintendent of St. Marcus Lutheran School, about the declining status of the Milwaukee education system. Tune in to learn how we can help to build trust, empower students and engage parents.
2023-04-3044 minMoney SenseNational Christian Foundation with Linda MarisKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Linda Maris, President of National Christian Foundation to discuss charitable solutions, estate giving and the Great Wealth Transfer.
2023-04-2946 minMoney SenseKaukauna & King: 50 Years Later with Joanne WilliamsKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with local filmmaker and retired broadcast journalist, Joanne Williams, to discuss the unexpected joy of finding her passion following her thirty-year news career.
2023-04-1645 minMoney SenseMilwaukee Film Festival with Cara OgburnKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Cara Ogburn, Artistic Director from Milwaukee Film, the nonprofit arts organization dedicated to entertaining, educating, and engaging the community through cinematic experiences, on the upcoming 2023 Milwaukee Film Festival.
2023-04-1545 minMoney SenseLeading With Your Upper Brain with Michael E. Frisina, PhDKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Dr. Michael Frisina, author of Leading with Your Upper Brain. They talk about the four brain types, and how you can change the course of your life when you understand which brain type you are and what will drive you to success.
2023-04-0945 minMoney SenseFinancial Symposium with Cheryl McMurtryKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, and Cheryl McMurtry, Founder & President of McMurtry Financial Services, sit down to discuss Cheryl's upcoming Financial Symposium on overcoming challenges for thriving diverse businesses.
2023-04-0244 minMoney SenseTips to Combat Anxiety with Dr. Sanam HafeezKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Sanam Hafeez, who offers tips on how parents can talk to their children about horrific life events such as school shootings, and media overload with their children and school systems.
2023-03-0545 minMoney SenseEstate Planning with Phil RemmersKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Phil Remmers, Attorney at Cramer, Multauf & Hammes. They discuss the importance of estate planning when dealing with difficult situations and family dynamics, such as divorce, second marriages, beneficiaries with disabilities, aging parents, adult children living at home and other complicated issues.
2023-03-0444 minMoney SenseTake Command with Joe HartKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Joe Hart, author of Take Command, about leveraging workplace leadership to increase employee engagement and resilience toward change.
2023-02-1946 minMoney SenseCaregiver Support with Lisa Schneider & Bryn CemenKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Lisa Schneider, Executive Director of Respite Care Association of WI, and Bryn Cemen, OAA Consultant - Caregiver Support Specialist with Greater WI Agency on Aging Resources. They discuss the overwhelm of caring for a loved one and how connecting with support services lessons the caregiver's load.
2023-02-0444 minMoney SenseMarket Update with Mike RothKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth of Stark Investments, who describes where the market was in 2022 and where we are heading financially in 2023. His ability to simplify the roller coaster market we have been riding makes this interview a must for our listeners.
2023-01-2246 minMoney SenseSocial Media Scams and Fraud Prevention with April DeValkenaereKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Forensic Financial Crimes Investigator, April DeValkenaere, to discuss how you can protect your personal and business accounts from the most prevalent online and social media scams.
2023-01-2145 minMoney SenseSocial Media Marketing with Donna SerdulaKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with keynote speaker and author, Donna Serdula, to discuss how social media has challenged and changed the way companies are marketing their employees and their business.
2023-01-0844 minMoney SenseThe Four Phases of Retirement with Dr. Riley E. MoynesKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dr. Riley E. Moynes, author and retired educator, who shares his own personal retirement challenges and his discovery of the four phases of retirement that either make or break our happiness in retirement.
2023-01-0746 minMoney SenseReal Estate Market with Christy Weber and Chrissy KlaskeKaren Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Chrissy Klaske and Christy Weber from Keller Williams Realty, to discuss the current real estate market and how you can prepare yourself and your home for the best outcome.
2022-12-1144 minMoney SenseSchool Systems with Edward DeshazerJoin Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, and Edward Deshazer, Executive Director of Greater Holy Temple Christian Academy, to discuss the current state of our school systems as well as paths that students can take upon graduation.
2022-11-2645 minMoney SenseMarket Discussion with Jackie RondiniKaren Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jackie Rondini, CFP, Senior Consultant with Fiducient Advisors, to discuss the current market and what's ahead in 2023.
2022-11-1245 minMoney SenseDivorce Money Guide with Tracy CoenenJulie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Tracy Coenen who is a Forensic Accountant and creator of the Divorce Money Guide. This guide takes people step by step through the process of gathering and analyzing their financial documents. It is an online handbook with 10 steps to help offer peace of mind to someone in the process of a divorce.
2022-10-3043 minMoney SenseQuiet Quitting with Matt SpielmanJoin Karen Ellenbecker, EIG Founder and Senior Wealth Advisor as she talks with Matt Spielman, Chief Performance Officer and Head Coach at Inflection Point Partners, to discuss the importance of trusting your instincts in your career. Uncover how employers can recognize when employees start demonstrating quiet quitting and should revitalize their teams.
2022-10-1645 minMoney SenseSmart Moves with Melinda StuartJoin Karen Ellenbecker, EIG Founder and Senior Wealth Advisor as she talks with Melinda Stuart, owner of Smart Moves, to discuss the importance of getting organized whether you are considering selling your home or trying to make things easier for your children.
2022-10-0244 minMoney SenseThe Invisible Patient with Annalee KruegerKaren Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Annalee Krueger, Founder and President of Care Right, Inc. and author of The Invisible Patient, to discuss family caregiving and healthcare struggles post-pandemic.
2022-09-1945 minMoney SenseWho Could Have Imagined with Dr. Aliette St. HilaireJoin Karen Ellenbecker, EIG Founder and Senior Wealth Advisor and Dr. Aliette St. Hilaire, nurse, anesthesiologist and author of Who Could Have Imagined as they both share their stories of difficulties and successes. It is a very honest, open discussion of the importance of believing in yourself and having a vision of becoming the person you strive to be.
2022-09-1844 minMoney SenseProfessional Burnout with Dr. Jack SingerKaren Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Dr. Jack Singer to discuss professional burnout and specific exercises for re-wiring your brain for maximum resilience and well-being.
2022-09-0345 minMoney SenseBehavioral Health with Jill ButterfieldJulie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Jill Butterfield, EIG Integrated Health Consultant, to discuss the importance of incorporating behavioral health support in the workplace.
2022-08-2144 minMoney SenseRisks Kids Face for College with Phil RemmersKaren Ellenbecker, EIG Founder and Senior Wealth Advisor, sits down with Phil Remmers, Partner at Cramer, Multhauf & Hammes, LLP, to discuss the risks kids face as they go off to college and estate planning strategies to protect your beneficiaries from losing their inheritance.
2022-08-0745 minMoney SenseInvestment Strategies with Mary BrownKaren Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Mary Brown, President and Chief Investment Officer of Campbell Newman Asset Management, Inc., to discuss investment strategies that provide stability in a declining market.
2022-08-0642 minMoney SenseTrademarks with Cobby ShereffKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Cobby Shereff to discuss how trademarks can positively impact your business and when should you start thinking about trademarks as part of your business plan and strategy.
2022-07-1045 minMoney SenseThink like a Horse with Grant GolliherKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Grant Golliher, a horseman, proprietor of Diamond Cross Ranch, and the author of Think Like A Horse. Grant describes how his expertise and skills as a horse whisperer transfer over to human relationships with children, employees, and yourself. His insights are eye opening and valuable to everyone.
2022-07-0945 minMoney SenseBusiness Coaching with Gary RossKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Gary Ross, CEO of Gary Ross Business Coaching, to discuss The CHEER Process and the impact it has on a company and individuals.
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2022-06-2547 minMoney SenseScholarships and Financial Aid with James LewisKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with James Lewis, President of National Society of High School Scholars, to discuss scholarships and financial aid.
2022-06-1145 minMoney SenseHomeowners and Auto Insurance with Nick StarrKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Nick Starr, President of The Starr Group, to discuss trends and what to look for in homeowners and auto insurance.
2022-05-2944 minMoney SenseEstate planning your way with David EdeyKaren Ellenbecker, EIG Founder & Senior Wealth Advisor talks with David Edey, Certified Executor Advisor and Author to discuss estate planning and the importance of having the one you choose vs the one the government would put in place for you.
2022-05-2842 minMoney SenseSenior Care Planning with Jenny Wagner and Pam FotiKaren Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Jenny Wagner & Pam Foti, Co-Owners and Elder Care Advocates of Vesta Senior Network, to discuss approaching the assisted living conversation and guidance for finding an assisted living residence.
2022-05-1444 minMoney SenseCreating Stronger Bonds with Employees with Jackie Ludwig & Sean MagennisKaren Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Sean Magennis and Jackie Ludwig Co-Founders of Lumini to discuss what companies learned from the pandemic and how to create stronger bonds with employees and with their executive assistant.
2022-05-0149 minMoney SenseEconomic Update with Richard SchillerKaren Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Dick Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc. to discuss impacts of war on economic inflation.
2022-04-1744 minMoney SenseStrategic Marketing with Monarch CreativeKaren Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Mary Jo Kruger, Founder & President of Monarch Creative, and Tami Orlando, Partner & Strategist to discuss how personalized marketing strategies can positively impact your business.
2022-04-1646 minMoney SenseRetirement, Next Phase, and True Wealth with Karen EllenbeckerAnne Mank, EIG Director of Wealth Coaching, Wealth Advisor & Wealth Coach sits down with Karen Ellenbecker, EIG Founder & Senior Wealth Advisor to discuss her experience and perspective on retirement and true wealth.
2022-04-0347 minMoney SenseMarket Discussion with Jackie RondiniEllenbecker, EIG Founder & Senior Wealth Advisor sits down with Jackie Rondini, Senior Consultant, CFP® with Fiducient Advisors, to discuss the market, in light of the current economic situation, and how to stay the course while taking advantage of market volatility.
2022-04-0245 minMoney Sense01-23-2022 - Ann Hanna - PPE Paycheck Protection ProgramKaren Ellenbecker, EIG Founder & Senior Wealth Advisor talks with Ann Hanna about how the PPE Paycheck Protection Program influenced businesses.
2022-01-2345 minMoney Sense01-22-2022 - Diane Gastrow - InsuranceKaren Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Diane Gastrow, EIG Director of Insurance Planning to discuss integrating life, disability income and long-term care insurance coverage as part of your overall financial plan, and coordinating employer-sponsored benefits with individually-owned policies.
2022-01-2245 minMoney Sense01-09-2022 - Dr. Kacie Walters - New Year's HealthKaren Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Dr. Kacie Walter to discuss how to have a healthy New Year.
2022-01-0946 minMoney Sense01-08-2022 - Mike Roth - Economic UpdateKaren Ellenbecker, EIG Founder & Senior Wealth Advisor talks with Mike Roth to discuss economic updates.
2022-01-0845 minMoney Sense12-12-2021 - Richard Schiller - Economic Update on BondsKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Dick Shiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors to provide an economic update.
2021-12-1244 minMoney Sense12-11-2021 - Rimas Milaitis - Economic Update on Dividend Paying EquitiesKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Rimas Milaitis, Director of Research at Campbell Newman to discuss economic updates.
2021-12-1147 minMoney Sense11-27-21 - Annalee Kruger - Caregiving for SeniorsKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Annalee Kruger, President of Care Right, Inc. about her book "The Invisible Patient". Learn more about being a caregiver while still caring for yourself.
2021-12-0142 minMoney Sense11-13-21 - Carl Holborn - Estate Planning for Business OwnersKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing, about his expertise with estate planning for business owners and succession planning.
2021-11-1539 minMoney Sense9-19-21 - Amy Krieghoff - Real Estate Updates Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor is joined by Amy Krieghoff, Realtor® with FirstWeber Realtors - Amy Krieghoff Team, to discuss how to choose a realtor, how to start the process of relocating and tips for moving forward in this current market.
2021-09-2041 minMoney Sense9-18-21 - Karen and Taelor Ellenbecker - Pillows With WingsJill Economou, EIG Director of Community Outreach and host of Milwaukee’s Philanthropic Community talks with Karen and Taelor Ellenbecker, Co-Founders of Pillows With Wings, a faith-based non-profit organization that promotes active, experienced based change. Hear Karen and Taelor talk about their book, “My Pillows Has Wings” and what inspired them to start this passion project.
2021-09-2045 minMoney Sense7-24-21 - Sandra Geisler - Tax Updates Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the tax changes and stimulus packages from this past year, discuss the impacts on future tax filings and talk about the importance of planning ahead with an advisor.
2021-07-2641 minMoney Sense6-20-21 – Mary Brown - Economic UpdateJulie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Mary Brown, President of Campbell Newman Asset Management to discuss the history and philosophy of the company and market volatility.
2021-06-2139 minMoney Sense6-19-21 – Don Murn - Estate Planning for Passion ProjectsKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Don Murn, Attorney with Axley Brynelson, LLP, about estate planning for businesses, gifting and estate taxes, and the planning for the projects you are passionate about.
2021-06-2142 minMoney Sense5-2-21 – Dave Maaske – SCORE MilwaukeeJulie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Dave Maaske, District Director of SCORE SE Wisconsin, to discuss their mission as well as resources and mentorship programs for business owners and entrepreneurs.
2021-05-0339 minMoney Sense5-1-21 – Cara Ogburn - MKE Film FestivalKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Cara Ogburn, Ph.D, Artistic Director with MKE Film, about the 2021 MKE Film Festival hosted from May 6-20. Cara will talk through some film highlights and how to participate this year.
2021-05-0342 minMoney Sense4-18-21 – Richard Schiller - Bond ManagementJulie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Richard Schiller, CFA®, CPA, Portfolio Manager & Wealth Advisor with Pavlic Investment Advisors, to discuss bond management and their current market outlook.
2021-04-1943 minMoney Sense4-17-21 – Karen Ellenbecker and Julie Ellenbecker-Lipsky – Financial Planning through the DecadesKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discuss the 25th anniversary of EIG and financial planning through the different ages and stages of your life.
2021-04-1940 minMoney Sense4-04-21 – Diane Gastrow - Insurance Planning Through the DecadesKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Diane Gastrow, EIG Director of Insurance Planning, about using insurance as a financial planning tool through all of the stages of life.
2021-04-0543 minMoney Sense3-21-21 – Jamie Williams - Loans, Refinancing and HELOCsKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Jamie Williams, CFP®, EIG Wealth Advisor, to discuss reasons for refinancing and the use of loans and HELOCs in your financial plan.
2021-03-2239 minMoney Sense3-20-21 – Kristina Schnuckel - Retirement Planning for BusinessesKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, about the common types of employer-sponsored retirement savings plans and the importance of corporate education.
2021-03-2242 minMoney Sense11-14-20 - Mary Brown Economic Update - Election EditionKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about historic market patterns during election periods, current market volatility and the importance of having a financial plan.
2020-11-1640 minMoney Sense11-8-20 - Mike Roth - Economic Update - Election EditionKaren Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth, Founder of Stark Investments, about historic market patterns during election periods, current market volatility and the importance of having a financial plan.
2020-11-0945 minMoney SenseCOVID-19 Edition #7 - Julie Ellenbecker-Lipsky - Impacts on EIG and Business LeadershipKaren Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor to discuss how Ellenbecker Investment Group has been impacted by the pandemic and thoughts for local business leaders on how to move forward.
2020-05-1242 minMoney Sense5-11-19 - Karen Ellenbecker and Julie Ellenbecker-Lipsky - Proper PerspectiveKaren Ellenbecker, EIG Founder and Senior Wealth Advisor and Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor discuss how to be prepared and have the proper perspective through market volatility.
2019-05-2140 min